Asymmetrical Bets
Digestible, Institutional Grade Investment Research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 7 months ago | Last Issue | 3 days ago |
| Active | |||||
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asymmetricalbets.substack.comLatest Issues
$CIEN: Record Quarter, Record Selloff
#1 in data center interconnect with $10B in backlog. But the stock is at a 6-month low.
We’ve talked about Ciena in the past, and it’s one of our best performing positions in our portfolio on AutoPilot called “Photonics Is Next”, because w...
$CRDO: The AI Buildout Comes Down To The Wire
5 of 6 hyperscalers as customers, and 88% AEC share. Company breakdown and Q1 earnings analysis.
is one of just 4 stocks in our hyper-concentrated $18M Asymmetrical Bets fund, which holds at any given time the handful of stocks we believe...
$55M Portfolio + Positions Update: +18.4% In August
Our strategies returned 18.4% this month after momentum bounced back from July. Here’s what delivered and how were thinking about the market.
Hey everyone,
The $40T Debt Squeeze: How Will The Market React?
The macro setup heading into the most important month of 2026
For the first time in the history of US, the national debt crossed $40T, and the 30-year yields hit its highest level since 2007. On the same morning Treasury Secretary, Scott B...
$ALM CEO Interview Analysis: The Micron Of Critical Metals?
498% revenue growth, a Western monopoly position, and a commodity cycle that just turned. The market may have forgot about the critical thesis, we didn’t.
We wrote about tungsten on April 1st, when we first published our deep dive on the c...
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Digestible, Institutional Grade Investment Research.
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